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Chilton Capital Management’s iShares Gold Trust IAU Stock Holding History

Chilton Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.06K Hold
67
– – ﹤0.01% 502
2026
Q1 		$5.91K Hold
67
– – ﹤0.01% 531
2025
Q4 		$5.44K Hold
67
– – ﹤0.01% 499
2025
Q3 		$4.88K Hold
67
– – ﹤0.01% 519
2025
Q2 		$4.18K Sell
67
-67
-50% -$4.15K ﹤0.01% 494
2025
Q1 		$7.9K Sell
134
-67
-33% -$3.62K ﹤0.01% 470
2024
Q4 		$9.95K Hold
201
– – ﹤0.01% 458
2024
Q3 		$9.99K Hold
201
– – ﹤0.01% 483
2024
Q2 		$8.83K Sell
201
-333
-62% -$14.7K ﹤0.01% 493
2024
Q1 		$22.4K Sell
534
-341
-39% -$13.4K ﹤0.01% 418
2023
Q4 		$34.2K Buy
875
+542
+163% +$20.3K ﹤0.01% 387
2023
Q3 		$11.7K Buy
333
+216
+185% +$7.88K ﹤0.01% 424
2023
Q2 		$4.26K Hold
117
– – ﹤0.01% 490
2023
Q1 		$4.37K Buy
+117
New +$4.2K ﹤0.01% 498
2022
Q3 		– Sell
-117
Closed -$4K – 391
2022
Q2 		$4K Buy
+117
New +$4.16K ﹤0.01% 552

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Chilton Capital Management's IAU Position: Q2 2026 in Review

Chilton Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 67 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Chilton Capital Management first reported a position in IAU in Q2 2022 and has held it in 15 quarters since. The position peaked at $34.2K in Q4 2023. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Chilton Capital Management held 67 shares of iShares Gold Trust worth $5.06K as of Q2 2026.
  • Chilton Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #502 holding.
  • Chilton Capital Management first reported a position in iShares Gold Trust in Q2 2022 and has held it in 15 quarters since.
  • Chilton Capital Management's iShares Gold Trust position peaked at $34.2K in Q4 2023.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.